Position in HEI
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$3,215,322
-$629,691 QoQ
Shares Held
15,232
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026TrueWealth Advisors, LLC holds $1,951,886 across 5 Aerospace & Defense names.
All Filings in HEI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $3,215,322 | 15,232 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 HEI-A | $3,845,013 | 15,232 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 HEI-A | $3,870,298 | 15,232 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 HEI-A | $3,941,280 | 15,232 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 HEI-A | $3,213,495 | 15,232 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 HEI-A | $2,832,695 | 15,223 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 HEI-A | $3,101,838 | 15,223 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 HEI-A | $2,700,789 | 15,214 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 HEI-A | $2,342,043 | 15,214 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 HEI-A | $2,165,515 | 15,203 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 HEI-A | $1,964,531 | 15,203 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 HEI-A | $2,135,995 | 15,192 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 HEI-A | $2,064,592 | 15,192 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 HEI-A | $1,820,761 | 15,192 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 HEI-A | $1,741,307 | 15,192 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 HEI-A | $1,600,932 | 15,192 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 HEI-A | $1,926,801 | 15,192 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 HEI-A | $1,952,475 | 15,192 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||